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Biweekly Platform Digest
Period: July 6, 2026 – July 20, 2026
Highlights
- Budget Modifications now keep a full history of changes, making it easy to track and review edits over time.
- Added support for line-item retainage on subcontract and prime invoices, with corrected calculations in PDF exports and QuickBooks Online syncing.
- Ernest's AI assistant now provides source citations with its answers, so users can verify where information comes from.
- Users can now export GC Log conversations and generate PDF documents for Observations and Change Orders, making it easier to share and archive project records.
Ernest API (2 releases)
Areas Affected: Finance, Subcontracts, Change Orders, GC Log, Communications, Contacts, Invoices, Portfolio, Bids
Release on July 9, 2026
- Budget Modifications now keep a history of changes, so users can track and review edits made over time. (Ticket)
- Improved the reliability of linking and verifying WhatsApp accounts, fixing an issue that could cause account linking to fail. (Ticket)
- Added the ability to pin items for quicker access, along with several visual refinements. (Ticket)
- Renamed the Change Order 'Name' field to 'Title' to prevent confusion with browser autofill suggestions. (Ticket)
- Added a default sort order to a list view, so items are organized sensibly without extra setup. (Ticket)
- Restored a requirement that a phase or change order be selected when adding subcontract schedule of values entries, preventing incomplete entries. (Ticket)
- Users can now export GC Log chat conversations, making it easier to share and keep records of project communication. (Ticket)
- GC Log PDF exports now display rich text formatting, such as bold text and lists, instead of showing plain, unformatted text. (Ticket)
- Fixed an issue that prevented transcriptions from being generated correctly from videos. (Ticket)
Release on July 13, 2026
- Added a source citation to give users more context on where certain information comes from. (Ticket)
- Added support for line-item retainage on subcontract and prime invoices, and corrected related retainage calculations in PDF exports and QuickBooks Online syncing. (Ticket)
- Fixed an issue where portfolio cards could appear more than once on the portfolio view. (Ticket)
- Fixed an issue where older, legacy bid records could cause unexpected errors in the system. (Ticket)
- Added the ability to set an invoice size, and fixed cell alignment issues in the invoice window. (Ticket)
- Change order detail fields now support multiple lines of text, allowing for more complete descriptions. (Ticket)
- Added status-based permission controls to prime invoices, restricting who can take certain actions depending on the invoice's status. (Ticket)
Ernest iOS App (2 releases)
Areas Affected: Submittals, Change Orders, Observations, Tasks, GC Logs, General
Release on July 7, 2026
- Fixed an issue where viewing attachments on a Submittal could cause the app to crash. (Ticket)
- Aligned how statuses are labeled and applied across the platform and corrected several inconsistencies. (Ticket)
- Resolved several issues affecting the Change Orders feature. (Ticket)
- Improved the Observations feature to provide a more reliable experience. (Ticket)
- Updated the technology behind comments on Tasks to improve reliability. (Ticket)
- Added the ability to leave comments on Observations. (Ticket)
- Fixed several issues affecting GC Logs. (Ticket)
- Added the ability to mention teammates in comments left on Observations. (Ticket)
- Added the ability to delete Observations, with the option to restore them if removed by mistake. (Ticket)
- Strengthened the safeguards used when updating data behind the scenes, reducing the risk of errors during platform updates. (Ticket)
- Made a variety of general UI/UX improvements across the platform. (Ticket)
Release on July 18, 2026
- The field previously labeled "Name" on Change Orders has been renamed to "Title" for clearer, more consistent labeling. (Ticket)
- Users can now generate a PDF document for Observations and Change Orders, making it easier to share, print, or archive these records. (Ticket)
Ernest MCP Server (1 release)
Areas Affected: AI Assistant, Documents, Finance, Change Orders
Release on July 10, 2026
- Improved the accuracy and reliability of search results returned by Ernest's AI assistant. (Ticket)
- Document search now supports exact-match searching and displays citations showing where each result came from. (Ticket)
- Improved how the AI assistant recognizes and categorizes different types of records, helping it give more accurate answers to user questions. (Ticket)
- Added new AI assistant tools to support change order finance tasks, such as reviewing related costs and budgets. (Ticket)
- Temporarily rolled back the exact-match search and citation update for document search while it was refined further. (PR)
- Synced a fix for the finance dashboard to ensure consistent behavior across all environments. (PR)
Ernest NLS API (2 releases)
Areas Affected: AI Assistant, Document Intelligence, Platform
Release on July 10, 2026
- AI-generated responses now include citations that link back to the source documents, helping users verify where information comes from. (Ticket)
- Improved the speed and responsiveness of AI-generated answers. (PR)